Salesforce + Mixpanel + Sendgrid integration

Use Autopilot to create journeys that use the Salesforce, Mixpanel and Sendgrid integrations.

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Marketing Automation ideas to integrate Salesforce, Mixpanel and Sendgrid.

Salesforce Campaign Trigger to Send Mixpanel Event to Add Salesforce Task

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Mixpanel Event to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Mixpanel Event to Check Salesforce Campaign Member Status to Send Mixpanel Event

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Salesforce Field Changed to Assign Salesforce Lead to Send Mixpanel Event

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Salesforce Field Changed to Send Mixpanel Event to Create Salesforce Opportunity

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Mixpanel Event to Send Mixpanel Event to Assign Salesforce Lead to Group

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send Mixpanel Event

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Salesforce Campaign Trigger to Send Mixpanel Event to Set Salesforce Campaign Member Status

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Mixpanel Event to Assign Salesforce Lead to Send Mixpanel Event

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Mixpanel Event to Send Mixpanel Event to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Mixpanel Event

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Salesforce Campaign Trigger to Send Mixpanel Event to Send Sendgrid Transactional Email

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Mixpanel Event to Send Sendgrid Transactional Email to Add Salesforce Task

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Mixpanel Event to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Mixpanel Event to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Mixpanel Event to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Salesforce Field Changed to Send Mixpanel Event to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Mixpanel Event

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Mixpanel Event

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Salesforce Campaign Trigger to Check Salesforce Field to Send Mixpanel Event

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Showing 20 journey ideas for Salesforce, Mixpanel and Sendgrid

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Mixpanel integration and the Sendgrid integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Send Mixpanel Event
Send a Mixpanel Event.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Mixpanel and Sendgrid.